Portfolio
Aug 24, 2026- Stock99.74%
- Cash1.21%
- Other0.00%
Morningstar style box
Aug 24, 2026Current style: Mid Growth
Large
Mid
Small
0%
14%
43%
8%
3%
12%
6%
8%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 56.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.05% | Equity | Industrials | Large Blend | — | — | — | |
| 9.03% | Equity | Industrials | Large Blend | — | — | — | |
| 7.87% | Equity | Industrials | Large Growth | — | — | — | |
| 7.31% | Equity | Industrials | Large Growth | — | — | — | |
| 4.32% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.23% | Equity | Energy | Large Blend | — | — | — | |
| 4.21% | Equity | Utilities | Large Blend | — | — | — | |
| 4.03% | Equity | Industrials | Large Growth | — | — | — | |
| 4.01% | Equity | Information Technology | Large Growth | — | — | — | |
10  AMDUSAMD | 2.30% | Equity | Information Technology | Large Growth | — | — | — |
